Wrench - Expenses, End of Month

1. End of Month

2. Double check all your receipts are
added and are in the correct month’s
folder. These do not need to be scans,
clear pictures of the receipts are
accepted.
You can also add receipts for
reimbursements for any parts that were
purchased on your personal card for
specific jobs.
STEP ONE

3. Click into the spreadsheet within the
folder to start adding more information.
This should open in Google Sheets on
your phone so that you are now able to
edit it.
STEP TWO

4. Start by selecting your name from the
drop down list next “Employee Name:”
If you don't see your name in the list,
then just type it in and we will add it to
next month's report.
STEP THREE

5. You only need to enter 1 line for your
mileage reimbursement, rather than a
lines for each receipt.
Only include gas receipts that add up to
your deduction amount or more (i.e. If
you have 6 gas receipts for the month,
but your first 3 add up to your max
reimbursement amount, then you only
need to provide those 3).
Enter the date (e.g. 08/10/18 or
September) or month that the expense
was incurred.
Enter the majority vendor for the
purchases or place that the item was
purchased from.
STEP FOUR

6. Enter a description of the items
purchased. For example, Sept-18 Cell
Phone Reimbursement or Travel
Expenses.
If there are items related to a work trip,
shop supplies, or a job, please clearly
note that in the description.
Enter the amount of each item. This
should tie to the receipts attached for
support.
STEP FIVE

7. Please also make sure that the folder
with your name is shared with the
accountant, Koami.
This is a notification to him that it is
ready for review. Without this, he does
not know to cut you a check.
Click the 3 dots in the right hand corner
and select “Folder Actions.” The screen
in the image to the right should pop up.
Click “Add people” and type in
kattila@getwrench.com under the
People section. Once added, click the
paper airplane symbol in the top right
corner.
STEP SIX

8. Thanks for reading!
Please click “Completed. Let’s continue” below to
finish your review of the slides.